Estate Planning: Too Many Accounts Create Challenges for Your Family

Have you ever thought that your hard-earned money, saved over decades, could vanish into unclaimed funds—never reaching your loved ones? I was just reading an article in the National Post that...

A Special Gift for Your Grandchildren (Intergenerational Wealth Transfer)

Since I obtained the Certified Executor Advisor (CEA) designation, I have had many meaningful conversations with senior clients. One common thread I find is their deep love for their grandchildren....

Who Should You Name as the Successor or Beneficiary of Your TFSA?

I recently had a meeting with a senior client who wants to ensure that all her financial affairs are in place so her money can pass on to her family tax efficiently. One of the things we reviewed was...

Certified Executor Advisor: Supporting Your Estate Planning Need

As you may know, I have been serving as a financial advisor since 2005, and throughout these nearly 20 years, I have had the privilege of working with many families, helping them grow their assets...